Writing an Invoice Template for NPOs Made Easy

Writing an invoice template for NPOs

you might want to change up the invoice number if you're just starting out start at 700 so that the clients think that you've been working a long time [Music] knowing how to prepare and send off an invoice is vital it's your business because if you're not getting paid you're not staying in business I love sending off invoices because it means that I've completed the work and that I've helped our clients create a better home for them and their families or a better workplace for them and their staff how to write an invoice number one start with a layout the first step is creating that template for us we create a template right at the beginning and we keep the same template throughout all our invoices just to keep our brand on Focus creating invoices really quick especially as a job because if things haven't changed from the work order you simply hit the button create an invoice and it is done number two include company and customer information you want to make sure that your clients know who that invoice is coming from this is a great opportunity to double check your business information and make sure everything is correct number three add a unique invoice number and issue date and a due date depending on the client your due date for your invoice will change for a residential cleanse our invoice due date is when they receive the quote for our commercial clients it's usually 30 days net typically jobber generates the invoice number for you as well as the in issue date number four write each line item with a description of services you need to be descriptive in your line items so that your clients understand what it is that they're paying for generating the line items are automatically generated from the work order but if you need to add additional areas that you've done work in or additional costs that might be applied to the job you can do so in this section number five add up line items for total money owed I'm not great at math so it's a good thing that jobber does an awesome job of adding up the line items or total money owed number six include your payment terms and payment options I think it's important to include your payment terms and options so that your clients know exactly how they can pay you number seven add a personal note we like to add a personal note to their invoices so thank them for the business that they've given us as well as tell them about the other services that we offer I love sending off invoices and I love getting paid foreign [Music]